|
Institutional
Holders
Total
Institutions:
|
85 10 |
|
Total
shares held :
|
4,390,106 |
|
% of shares
held :
|
48.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
1,612,311 |
|
% of shares
held change :
|
17.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Berkshire Money Management Inc. |
4 |
- |
2024-03-31 |
1,684,573 |
$59,583,000 |
1,206,154 |
|
Compass Advisory Group LLC |
3 |
- |
2024-03-31 |
548,065 |
$19,385,000 |
36,817 |
|
PFS Partners LLC |
1 |
- |
2024-03-31 |
520,282 |
$18,402,000 |
255,052 |
|
ODonnell Financial Services LLC |
4 |
- |
2024-03-31 |
433,926 |
$15,348,000 |
38,069 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
644 |
- |
2024-03-31 |
389,950 |
$13,793,000 |
279,399 |
|
MBL Wealth LLC |
19 |
- |
2024-03-31 |
331,203 |
$11,715,000 |
63,245 |
|
GRADIENT INVESTMENTS LLC |
121 |
- |
2024-03-31 |
276,145 |
$9,767,000 |
275,277 |
|
PRINCIPAL SECURITIES INC. |
126 |
- |
2024-03-31 |
142,435 |
$5,038,000 |
140,722 |
|
Advisor Group Holdings Inc. |
1121 |
- |
2024-03-31 |
124,256 |
$4,383,000 |
38,814 |
|
Brookstone Capital Management |
271 |
- |
2024-03-31 |
101,060 |
$3,574,000 |
60,059 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1134 |
- |
2024-03-31 |
69,953 |
$2,474,000 |
52,788 |
|
Sunbelt Securities Inc. |
78 |
- |
2024-03-31 |
69,050 |
$2,442,000 |
13,470 |
|
IFP Advisors Inc |
195 |
- |
2023-12-31 |
70,383 |
$2,415,000 |
30,506 |
|
LINCOLN NATIONAL CORP |
339 |
- |
2024-03-31 |
54,813 |
$1,939,000 |
35,458 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
40 |
- |
2024-03-31 |
52,705 |
$1,864,000 |
12,605 |
|
Kestra Advisory Services LLC |
826 |
- |
2023-12-31 |
53,249 |
$1,827,000 |
25,256 |
|
JANNEY MONTGOMERY SCOTT LLC |
1196 |
- |
2024-03-31 |
50,709 |
$1,794,000 |
28,248 |
|
DHJJ Financial Advisors Ltd. |
33 |
- |
2024-03-31 |
40,906 |
$1,447,000 |
1,222 |
|
HIGHTOWER ADVISORS, LLC |
1607 |
- |
2024-03-31 |
38,446 |
$1,350,000 |
10,498 |
|
AE Wealth Management LLC |
1078 |
- |
2023-12-31 |
35,300 |
$1,198,000 |
26,670 |
|
LPL FINANCIAL CORP |
2985 |
- |
2024-03-31 |
32,989 |
$1,167,000 |
3,307 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1167 |
- |
2024-03-31 |
32,504 |
$1,150,000 |
727 |
|
H D Vest Advisory Services |
702 |
- |
2024-03-31 |
31,394 |
$1,110,000 |
847 |
|
Wealth Alliance |
167 |
- |
2024-03-31 |
26,662 |
$943,000 |
7,419 |
|
SageView Advisory Group LLC |
254 |
- |
2024-03-31 |
25,679 |
$721,000 |
9,425 |
|
Strategic Blueprint LLC |
316 |
- |
2024-03-31 |
19,477 |
$689,000 |
10,486 |
|
ACAS LLC |
46 |
- |
2024-03-31 |
13,098 |
$463,000 |
883 |
|
Sugarloaf Wealth Management LLC |
93 |
- |
2024-03-31 |
13,011 |
$460,000 |
7,436 |
|
CASTLE WEALTH MANAGEMENT LLC |
86 |
- |
2024-03-31 |
12,656 |
$448,000 |
6,206 |
|
Cetera Investment Advisers |
1593 |
- |
2023-12-31 |
11,910 |
$409,000 |
41 |
|
BCGM Wealth Management LLC |
106 |
- |
2024-03-31 |
10,351 |
$366,000 |
740 |
|
Diligent Investors LLC |
231 |
- |
2024-03-31 |
9,947 |
$352,000 |
2,000 |
|
Global Strategic Investment Solutions LLC |
137 |
- |
2024-03-31 |
7,336 |
$259,000 |
7,336 |
|
Berger Financial Group Inc |
317 |
- |
2024-03-31 |
7,006 |
$248,000 |
990 |
|
HANSON MCCLAIN, INC. |
817 |
- |
2024-03-31 |
4,947 |
$175,000 |
3,747 |
|
Capital Investment Advisory Services LLC |
538 |
- |
2024-03-31 |
3,361 |
$119,000 |
1,025 |
|
Steward Partners Investment Advisory LLC |
2083 |
- |
2023-12-31 |
1,123 |
$39,000 |
86 |
|
NBC SECURITIES INC. |
1583 |
- |
2024-03-31 |
382 |
$13,000 |
214 |
|
|
38 Records found
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1
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